Best Investors
Account
Sign in
Best Investors
Account
Sign in
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-27 |
| CT | RA | APPROVED | 2026-01-21 |
Branch Locations
1654 King Street Suite 6, Enfield, CT 06082 • United States
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | East Hartford | CT | 11/2015 | 08/2019 |
| Unemployed | East Hartford | CT | 09/2019 | 12/2019 |
| Ameriprise Financial | Glastonbury | CT | 01/2020 | 12/2022 |
| Connecticut River Wealth Management | Manchester | CT | 03/2023 | 04/2025 |
| Lpl Financial Llc | Manchester | CT | 03/2023 | 04/2025 |
| Unemployed | Manchester | CT | 01/2023 | 02/2023 |
| Alphastar Capital Management | Enfield | CT | 01/2026 | Present |
| Charthouse Wealth Management | Enfield | CT | 12/2025 | Present |
| Unemployed | Enfield | CT | 04/2025 | 12/2025 |
The name of the other business - Charthouse Wealth Management Whether the business is investment-related - Yes Address of the other business - 1654 King St, Suite 6 Enfield, CT 06082 Nature of the other business - Insurance Sales Position, title, or relationship with the other business - Insurance Agent Start date of the relationship - 12/2025 Approximate number of hours/month devoted to the other business - 10 hours per month Number of hours devoted to the other business during securities trading hours - 10 hours per month Description of Duties - insurance sales 04/2023 - Notary - Inv. related - Manchester, CT - Notary - Start Date 09/30/2007 - 1hr/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-30 |
Reach out to this advisor